See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,014 | $202,318-29.3% | $172,739-17.2% | $152,861-6.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.85% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,281 | $5,856-61.0% | $5,143-55.6% | $4,762-52.1% |
| Participant deferral / active EE | $7,339 | $5,948+23.4% | $5,198+41.2% | $5,850+25.5% |
| Admin fee / account holder | $1,195 | $17,109-93.0% | $13,954-91.4% | $11,596-89.7% |